If a firm lacks a designated successor, SPF’s intent is to support continuity planning and help identify leadership options through its network. The exact approach, timelines, and responsibilities should be defined in the operating agreements and succession plan documents.

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The information on this site is intended for qualified financial professionals and accredited investors. Please confirm your status to proceed

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Sovereign Path Fund is currently available only to Registered Investment Advisors and Accredited Investors due to regulatory requirements.

If you have questions or would like to learn more about potentially accessing Sovereign Path strategies through a qualified advisor, we'd love to connect.

Julian Heron – info@sovereignpath.com – (719) 309-0202